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Sax Wealth Advisors’s Oracle ORCL Stock Holding History

Sax Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
11,936
+6,338
+113% +$1.15M 0.07% 165
2026
Q1 		$1.09M Sell
5,598
-108
-2% -$17.6K 0.05% 185
2025
Q4 		$1.11M Buy
5,706
+1,183
+26% +$282K 0.05% 187
2025
Q3 		$1.27M Buy
4,523
+322
+8% +$82K 0.07% 155
2025
Q2 		$919K Buy
4,201
+104
+3% +$16.8K 0.06% 183
2025
Q1 		$573K Buy
4,097
+110
+3% +$17.9K 0.04% 202
2024
Q4 		$664K Buy
3,987
+559
+16% +$99.3K 0.05% 164
2024
Q3 		$584K Buy
3,428
+787
+30% +$114K 0.05% 137
2024
Q2 		$373K Buy
2,641
+763
+41% +$94.8K 0.04% 179
2024
Q1 		$236K Buy
+1,878
New +$215K 0.03% 169
2022
Q4 		– Sell
-3,288
Closed -$201K – 174
2022
Q3 		$201K Hold
3,288
– – 0.05% 153
2022
Q2 		$230K Sell
3,288
-59
-2% -$4.32K 0.06% 147
2022
Q1 		$277K Sell
3,347
-4,118
-55% -$334K 0.07% 144
2021
Q4 		$651K Buy
7,465
+4,180
+127% +$392K 0.14% 98
2021
Q3 		$286K Hold
3,285
– – 0.07% 135
2021
Q2 		$256K Sell
3,285
-545
-14% -$42.7K 0.09% 131
2021
Q1 		$269K Hold
3,830
– – 0.1% 118
2020
Q4 		$248K Buy
+3,830
New +$228K 0.11% 110

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sax Wealth Advisors's ORCL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Oracle (ORCL) stake by 113% in Q2 2026, buying an estimated $1.15M and bringing the position to 11,936 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #165.

Sax Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 18 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sax Wealth Advisors held 11,936 shares of Oracle worth $1.76M as of Q2 2026.
  • Sax Wealth Advisors bought 6,338 Oracle shares in Q2 2026, an estimated $1.15M.
  • Oracle made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Sax Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 18 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.